Sei Investments CO Focus Financial Partners Inc. Transaction History

Sei Investments CO

$74.7 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 12, 2023	SELL	$37.77 - $51.93 $6.67 Million - $9.17 Million	-176,652 Reduced 82.01%	38,743 $2.01 Million
Q4 2022 Feb 10, 2023	SELL	$30.65 - $39.97 $1.72 Million - $2.24 Million	-56,006 Reduced 20.64%	215,395 $8.03 Million
Q3 2022 Nov 14, 2022	SELL	$31.51 - $44.25 $1.01 Million - $1.42 Million	-31,990 Reduced 10.54%	271,401 $8.55 Million
Q2 2022 Aug 15, 2022	BUY	$31.44 - $46.02 $2.21 Million - $3.24 Million	70,355 Added 30.19%	303,391 $10.3 Million
Q1 2022 May 13, 2022	BUY	$43.07 - $61.16 $790,463 - $1.12 Million	18,353 Added 8.55%	233,036 $10.7 Million
Q4 2021 Feb 14, 2022	BUY	$52.65 - $68.21 $3.5 Million - $4.53 Million	66,397 Added 44.78%	214,683 $12.8 Million
Q3 2021 Nov 12, 2021	BUY	$48.09 - $53.55 $286,953 - $319,532	5,967 Added 4.19%	148,286 $7.77 Million
Q2 2021 Aug 06, 2021	BUY	$42.34 - $54.45 $3.44 Million - $4.42 Million	81,242 Added 133.02%	142,319 $6.9 Million
Q1 2021 May 12, 2021	BUY	$41.36 - $54.7 $41,277 - $54,590	998 Added 1.66%	61,077 $2.55 Million
Q4 2020 Feb 08, 2021	SELL	$32.93 - $46.17 $546,769 - $766,606	-16,604 Reduced 21.65%	60,079 $2.61 Million
Q3 2020 Dec 04, 2020	SELL	$30.42 - $39.94 $106,470 - $139,790	-3,500 Reduced 4.37%	76,683 $2.52 Million
Q3 2020 Nov 06, 2020	BUY	$30.42 - $39.94 $1.2 Million - $1.58 Million	39,464 Added 96.92%	80,183 $2.63 Million
Q2 2020 Aug 17, 2020	BUY	$18.66 - $33.05 $20,731 - $36,718	1,111 Added 2.8%	40,719 $1.35 Million
Q2 2020 Aug 11, 2020	BUY	$18.66 - $33.05 $130,862 - $231,779	7,013 Added 21.52%	39,608 $1.2 Million
Q1 2020 May 14, 2020	SELL	$13.88 - $34.04 $11,284 - $27,674	-813 Reduced 2.43%	32,595 $750,000
Q4 2019 Feb 06, 2020	BUY	$21.28 - $30.22 $389,466 - $553,086	18,302 Added 121.16%	33,408 $984,000
Q3 2019 Nov 12, 2019	BUY	$19.58 - $29.82 $4,033 - $6,142	206 Added 1.38%	15,106 $360,000
Q2 2019 Aug 14, 2019	BUY	$26.9 - $38.75 $255,603 - $368,202	9,502 Added 176.03%	14,900 $407,000
Q1 2019 May 15, 2019	BUY	$24.78 - $39.15 $132,300 - $209,021	5,339 Added 9049.15%	5,398 $192,000
Q3 2018 Nov 08, 2018	BUY	$36.95 - $48.4 $2,180 - $2,855	59 New	59 $3,000

Others Institutions Holding FOCS

# of Institutions

Shares Held

78.5K

Call Options Held

Put Options Held

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About Focus Financial Partners Inc.

Ticker FOCS
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 65,448,400
Description
Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. Its wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other services. The company also offers re...

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